Strategic Planning & Advisory

We help maximize your business potential

Regardless of the industry that you are in, one of the most challenging aspects of a business is managing cashflow and sustaining business growth. To succeed in a world of rapidly-changing technology and economic uncertainty, your business needs to be flexible and forward-thinking.

Managing cashflow and sustaining business growth are challenges most businesses face, regardless of the industry. To prosper in a volatile economy and manage rapidly-changing technology, your business needs to be forward-thinking and flexible.

We’re your partner in business.

As a strategic business consulting and advisory firm in Saint John, we can guide your business and help you maximise your profits. Donna Mazerolle, a Chartered Professional Accountants and Certified Management Professional, has guided many small-to-medium sized businesses in many aspects of business advisory, and will assist you with any operational analysis, business structuring and risk analysis required.

We offer the following Strategic Planning and Advisory services:
Consulting and Advisory
  • Business planning through to strategic plan development;
  • Growth strategies;
  • Strategic planning and business structure advice;
  • Outsourced CFO services;
  • Forecasts and projections;
  • Charities and deductible gift recipient status;
  • Incorporation;
  • Business valuation;
  • Mergers and acquisitions;
  • Cash flow projections and live-working budgets;
  • Due diligence reports for business acquisitions;
  • Finance, funding and refinancing strategies;
  • Budgeting;
  • Cash-flow management;
  • Process improvement;
  • Estate and business succession planning; and
  • Governance and risk analysis.